Milk Road Stocks ✓

@MilkRoadStocks · $1 to see analyst portfolios → · joined 13 Jun 2023

Our PRO analysts find underrated stocks before the market catches on. We called names like MU, NBIS and BE over the last 3 months. Join for $1 👇

23 786Followers

132Following

9 637Posts total

2.6MViews on collected posts

Последние посты

Milk Road Stocks ✓@MilkRoadStocks5 Sep

Memory is NO LONGER a cyclical business. - $MU has signed 16 strategic "take-or-pay" agreements - $100B is already minimum guaranteed - Customers have paid $22B in cash up front "This is not cyclical anymore... these AI chips are creating a massive shortage. Therefore, these ht 1.8K views · 3 likes · 1 reposts · 1 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks5 Sep

There's an organized CCP-funded campaign against data centers in America. And it's largely laundered through TikTok. Meanwhile the data center boom is literally re-industrializing the country. Natural gas here is $2-3 whereas in Europe and Asia, it's $20-25. "We are https://t 2.8K views · 5 likes · 3 reposts · 1 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks5 Sep

Charlie Munger's portfolio had four stocks. Two of them were banks making up 84% of the book. (Save this) His largest position was $WFC at 42.33%, followed by $BAC at 41.84% and $BABA at 12.56%. The only other name in the portfolio was $USB at 3.27% The thesis is simple: http 4.8K views · 21 likes · 1 reposts · 4 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks4 Sep

Peter Lynch's Fidelity Magellan Fund is betting on the biggest tech and consumer franchises. (Save this) The largest position is $MSFT at 7.31%, followed by $AAPL at 6.88% and $GOOG at 4.95%. Other notable names: $AMZN: 4.57% $META: 2.84% $NVDA: 2.63% $UNH: 2.07% $HD: 1.84% ht 3.5K views · 6 likes · 2 reposts · 2 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks2 Sep

Jensen's real moat is the financing. For a $50B $NVDA data center, you need a $15B equity check and can finance the other $35B at low cost. TPUs might need double the equity check at higher rates. He's also locked up 70-80% of fab capacity, DRAM, NAND, lasers and capacitors ht 20K views · 128 likes · 16 reposts · 11 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks1 Sep

On CNBC this morning, $IREN CEO Dan Roberts says the company "can't build fast enough." IREN's largest contracts now total $4B of ARR with new customers including Hume, Fowl and a leading frontier lab not yet announced. Other notable numbers: - Token usage: up 17x in 8 months 12.4K views · 9 likes · 1 reposts · 5 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks31 Aug

$IREN IS DOWN 12% BUT THIS IS A GREAT BUYING OPPORTUNITY The reason IREN dropped so hard was its latest earnings report. The main point of worry was that Adjusted EBITDA collapsed from $59.5M last quarter to $19.2M. In fact, IREN’s last peak came at $70 in the first week of ht 15.6K views · 12 likes · 1 reposts · 11 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks29 Aug

@MilkRoadStocks @grok what percentage of his portfolio is $DJT that this account failed to mention 1.3K views · 5 likes · 0 reposts · 1 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks29 Aug

$MU sells all three types of memory. 1. DRAM is short-term working memory 2. HBM is the ultra-advanced version built to move massive data between memory and AI chips 3. NAND is long-term storage that holds data even when power is off "AI data centers basically need DRAM and h 16K views · 59 likes · 9 reposts · 12 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks28 Aug

Our analysts at Milk Road PRO called multiple AI stocks before their massive runs. Their recent winners were: 1. MU (217%) 2. SK Square (202%) 3. CRDO is up (191%) Don’t miss the next call, come join us for just a $1: https://t.co/n0GXwgR1MN 3.1K views · 0 likes · 0 reposts · 0 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks28 Aug

We called Nebius, Credo, Bloom Energy, AAOI and AMD before their big run ups. Don’t miss the next one, come join us for just a $1. https://t.co/n0GXwgR1MN https://t.co/nbWmOd0rqm 5.2K views · 7 likes · 0 reposts · 1 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks28 Aug

Trump's updated portfolio is basically a bet that America wins the AI race. (Save this) His largest position is $NVDA at 10.0%, followed by $TSLA at 9.0% and $APPL at 8.5%. Other notable names: $BA: 7.5% $XOM: 7.0% $JPM: 6.5% $PLTR: 6.0% $DELL: 5.5% $GS: 5.0% $INTC: 5.0% https 698.9K views · 1.8K likes · 298 reposts · 76 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks28 Aug

Warren Buffett's biggest position: $APPL Gavin Baker's biggest position: $SPCX Two of the sharpest investors alive yet they have completely different bets on where value lives. (Save this) Here is the Q2 2026 comparison: Buffett: AAPL: 22.04% AXP: 17.14% GOOGL: 12.62% KO: ht 386.5K views · 112 likes · 14 reposts · 6 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks24 Aug

@MilkRoadStocks The dude is onto something that’s for sure https://t.co/BApTojzJrJ 168 views · 2 likes · 0 reposts · 0 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks23 Aug

Our analysts at Milk Road PRO called multiple AI stocks before their massive runs. Their recent winners were: 1. MU (217%) 2. SK Square (202%) 3. CRDO is up (191%) Don’t miss the next call, come join us for just a $1: https://t.co/JxtApjqPci 6.1K views · 1 likes · 0 reposts · 0 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks22 Aug

We called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups. Milk Road PRO pricing goes up next week. Lock in your subscription at the current price before it’s gone. https://t.co/Bxq2Gc2r0h https://t.co/3ol01f7sf4 10.9K views · 15 likes · 1 reposts · 1 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks22 Aug

Peter Thiel's portfolio is basically a bet that AI needs power more than it needs chips. (Save this) His largest position is $AMZN at 28.2%, followed by Vistra at 18.1% and VST at 14.1%. Other notable names: $AEP: 10.1% $DTE: 9.6% $FE: 9.5% $CMS: 9.4% Every position outside h 973.8K views · 1.9K likes · 260 reposts · 54 replies Open on X →

Milk Road Stocks ✓@MilkRoadStocks21 Aug

Bill Ackman has zero exposure to semis in his portfolio. He think the real opportunity is one layer away. His largest position is $UBER at 12.7% ($2.5B), followed by Brookfield at 12.6% and $MSFT at 11.9%. He added 4 brand new positions this quarter: $VISA: 5.8% $MA: 5.6% htt 392.5K views · 93 likes · 10 reposts · 4 replies Open on X →

На фоне аккаунтов своего размера

18 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры8 513этот аккаунт924медиана для 10K–100K

Охват, %35.79%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.25%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	8 513	924	9.21×
Охват (просмотры ÷ подписчики)	35.79%	3.62%	9.89×
Вовлечённость	0.25%	1.52%	0.17×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

16824 Aug

386.5K28 Aug

698.9K

5.2K

3.1K

16K29 Aug

1.3K

15.6K31 Aug

12.4K1 Sep

20K2 Sep

3.5K4 Sep

4.8K5 Sep

2.8K

1.8K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.19%24 Aug

0.04%28 Aug

0.31%

0.16%

0.00%

0.50%29 Aug

0.46%

0.16%31 Aug

0.13%1 Sep

0.78%2 Sep

0.29%4 Sep

0.54%5 Sep

0.36%

0.27%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes46.5%4 182 in total

Reposts6.9%617 in total

Replies2.1%190 in total

Quotes0.9%82 in total

Bookmarks43.7%3 929 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты